KCS - How do I Know Which Number Will be Assigned to the Matter I'm About to Create?

September 13, 2018 12:57

Objective:

Matter Number too high

Wrong Number on my Matter

Environment:

Clio Web App

Excel

Google Sheets

Additional Information:

n/a

Answer:

Switch to previous Clio

Click on Matters

Click on the All button

Click Export

Under Output Format select CSV

Click Export

Wait for the Export to complete

Click Download

Open the CSV file in a spreadsheet program (such as Excel or Google Sheets):

If your Matter Numbering template uses Matter Number (Firm-wide), the next Matter number will be one higher than the largest number in Column B of the exported CSV.

If your Matter Numbering template uses Matter Number (Per Year), the next Matter number will be one higher than the largest number in Column B of the exported CSV that has an Open Date (Column D) in the current year.

If your Matter Numbering template uses Matter Number (Per Client), the next Matter number will be one higher than the largest number in Column B of the exported CSV that has the same Client (Column T) as the newly created Matter.

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